See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,886 | $110,261-61.1% | $95,745-55.2% | $139,434-69.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.17% | 27.11%-5.9pp | 28.35%-7.2pp | 372.94%-351.8pp |
| Employer contribution / active EE | $6,121 | $3,257+87.9% | $2,835+115.9% | $4,751+28.8% |
| Participant deferral / active EE | $7,034 | $4,676+50.4% | $4,245+65.7% | $6,710+4.8% |
| Admin fee / account holder | $2,484 | $6,613-62.4% | $5,678-56.3% | $11,403-78.2% |